Investor Operations – Citi Ventures, SVP

Citi; New York (NY); On-site; USD 164,000 - 245,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) retirement plan

Life, disability insurance

Paid time off and holidays

Wellness programs

Job summary

Citi Ventures, the strategic investing arm of Citi, seeks a high-impact professional to strengthen Investor Operations and Program Governance. You will drive performance updates, governance support, and cross-functional collaboration across the firm.

The role offers exposure to venture investing, portfolio management, and business development, partnering with Finance, Legal, Compliance, Risk, and Operations to deliver outcomes.

Qualifications

• Bachelor's degree required in a quantitative field such as Finance, Economics, Business, Math, Stats, or Engineering.
• Masters degree preferred for advanced roles.
• Strong analytical and problem-solving abilities; attention to detail.

Responsibilities

• Compose senior business performance management updates and leadership materials for committees.
• Support Citi Ventures Legal Entity governance and quarterly meetings coordination.
• Provide broad operational support to the Citi Ventures team and cross-functional partners.

Skills

Strong analytical skills

Communication skills

Excel & PowerPoint

Data & financial analysis

Multi-tasking

Interpersonal skills

Education

Bachelor's degree in Finance, Economics, Business, Mathematics, Statistics, Engineering, or related field

Masters degree preferred

Tools

Affinity CRM

Appian

Job description

Citi Ventures is the strategic investing and innovation arm of Citi, focused on investing in emerging technologies and supporting innovation across the firm through three core verticals:

• Strategic Investing: Sources and executes minority investments in innovative, early-stage companies to support and accelerate innovation across Citi.
• Partnerships & Venture Development: Helps commercialize Citi products and intellectual property through partnerships, and other strategic initiatives.
• Business Development: Drives cross-enterprise engagement across Citi’s franchise, connecting capabilities, partnerships, and opportunities across Wealth, CCB, and other businesses.

The Investor Operations team supports these core Citi Ventures verticals by providing operational, governance, analytical, and program management support. The team helps drive consistency across Venture Investing activities, enhance operational effectiveness, and support key strategic initiatives and process improvements.

This role offers a unique opportunity to gain exposure to venture investing, portfolio management, commercialization, business management, and business development activities while working closely with a broad range of stakeholders across Citi Ventures and partner functions including Finance, Controllers, Legal, Compliance, Risk, and Operations.

The successful candidate will support efforts to improve coordination, transparency, efficiency, and consistency across Citi Ventures and work closely with leadership and key partners across the firm to drive operational excellence and meaningful outcomes for our portfolio and the broader Citi ecosystem.

Investor Operations and Program Governance

• Compose senior business performance management updates and leadership discussion materials, including materials for the Venture Investing Advisory Committee.
• Support Citi Ventures Legal Entity governance, including coordination and preparation for quarterly meetings.
• Provide broad operational support to the Citi Ventures team.
• Partner with central Client Business Execution team and Client Risk and Control team on routine and ad hoc deliverables and inquiries.
• Manage updates to the Product Program and internal Best Practices reference guide.
• Represent Citi Ventures and act as delegate in leadership and control forums across the firm.
• Assess and formulate strategic priorities, ensuring team goals align to Citi Ventures' mission and key objectives.
• Contribute to Scorecard/KPI frameworks, goal-setting processes, and performance tracking.
• Participate in responses to 2nd and 3rd Line of Defense exams and reviews.
• Participate in the wire execution preparation and approval process for new equity venture investments.

Tooling and Process Optimization

• Scale the Citi Ventures CRM (Affinity) feature set and optimize the customized Investment Workflow tool (Appian).
• Continuously identify and implement process improvements and new tools to sharpen team productivity and seek greater alignment among Venture groups at Citi.
• Spearhead AI adoption and process optimization across Citi Ventures and the broader Client Organization.

Client Development

• Elevate the portfolio company founder experience through enhanced onboarding, preferred access to Citi's cross-business capabilities, tailored resources, and venture ecosystem connectivity.
• Deliver on the portfolio company client development framework, including strategy, materials, and initiative execution end-to-end.
• Build and deepen relationships with internal and external business partners and portfolio companies, actively surveying the pipeline for client development opportunities.
• Liaise with CCB, Wealth, and Investment Banking to unlock the full breadth of Citi's platform for portfolio companies.
• Act as a liaison and connect investors, partners, and portfolio companies across the ecosystem; prepare client outreach materials and briefings; routinely align with stakeholders on progress and devise new strategic approaches.
• Partner with the Citi Ventures Marketing and Communications team; support and grow the Founders Journey program.
• Maintain and enhance client metrics and tracking systems; produce sophisticated, data-driven leadership updates.

Qualifications

• Bachelor's degree in Finance, Economics, Business, Mathematics, Statistics, Engineering, or a related quantitative field. Masters degree preferred.
• Interest in venture capital, startup ecosystems, innovation, and financial services.
• 10+ years of relevant experience in financial services, investment banking, consulting, corporate strategy, venture capital, private equity, business analytics, or related fields.
• Strong analytical, problem-solving, and critical-thinking skills.
• Excellent attention to detail and commitment to producing high-quality work.
• Strong written and verbal communication skills with the ability to develop clear and effective presentations.
• Proficiency in Microsoft Excel and PowerPoint.
• Experience working with data, financial analysis, reporting, and presentation development.
• Ability to manage multiple workstreams and priorities in a fast-paced, team-oriented environment.
• Strong interpersonal skills and ability to collaborate effectively with colleagues across functions and levels.
• Self-motivated, proactive, and eager to learn.
• Comfortable working independently while seeking guidance when appropriate.
• Demonstrated ability to support projects from inception through execution.
• Positive attitude, intellectual curiosity, and willingness to challenge assumptions constructively.
• Strong organizational skills and ability to adapt to changing priorities.

Job Family Group

Product Management and Development

Job Family

Product Management

Time Type

Full time

Primary Location

New York New York United States

Primary Location Full Time Salary Range

$163,600.00 - $245,400.00

Benefits

• In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards.
• Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.
• Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.
• For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Anticipated Posting Close Date

Oct 23, 2026

Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

Illinois residents – AI Notice and Right

Equal Opportunity Employer

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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